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Hilltop Wealth Advisors

Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, JEPQ, VTEB, IVV, IJR, and represent 52.91% of Hilltop Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SUSA, XJH, MSFT, ISRG, VTEB, JEPQ, MUB, META, IJR, VEA.
Started 2 new stock positions in META, ISRG.
Reduced shares in these 10 stocks: CVMC, IUSG, IVV, GOOGL, IVW, , IDEV, VTV, SCHG, MGK.
Sold out of its positions in GOOGL, MRK, CVMC.
Hilltop Wealth Advisors was a net buyer of stock by $5.1M.
Hilltop Wealth Advisors has $214M in assets under management (AUM), dropping by 7.57%.
Central Index Key (CIK): 0001786241

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Positions held by Hilltop Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	15.0	$32M	-2%	244k	131.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	10.6	$23M		412k	54.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	10.0	$21M	+2%	419k	51.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	9.3	$20M		35k	576.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	8.1	$17M		148k	116.96	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	7.1	$15M		204k	75.17	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	5.3	$11M		73k	154.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$9.0M		171k	52.81	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	2.5	$5.4M	+176%	45k	120.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$4.9M		25k	197.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$4.8M		58k	83.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$4.1M		15k	263.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$3.7M	-5%	39k	95.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$3.5M		74k	47.85	View chart
Vanguard World Mega Grwth Ind (MGK)	1.6	$3.4M	-3%	11k	321.95	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.5	$3.2M		34k	95.49	View chart
Vanguard World Mega Cap Index (MGC)	1.3	$2.9M		14k	206.64	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.1	$2.4M		29k	84.17	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$2.4M	-8%	33k	70.83	View chart
International Business Machines (IBM)	1.1	$2.3M		11k	221.08	View chart
Microsoft Corporation (MSFT)	1.1	$2.3M	+180%	5.4k	430.33	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	1.0	$2.0M	+324%	48k	42.29	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.9	$2.0M	-4%	16k	128.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$2.0M	+2%	23k	88.14	View chart
Apple (AAPL)	0.6	$1.3M	+3%	5.6k	233.02	View chart
Ishares Tr Esg Aware Msci (ESML)	0.5	$1.2M		28k	41.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$870k		2.3k	384.00	View chart
Intuitive Surgical Com New (ISRG)	0.4	$866k	NEW	1.8k	491.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$849k	-12%	8.2k	104.18	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$839k		23k	36.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$778k	-10%	13k	62.32	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$749k	+88%	6.9k	108.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$710k	-2%	17k	41.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$597k		37k	16.05	View chart
NVIDIA Corporation (NVDA)	0.3	$559k		4.6k	121.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$552k		7.1k	78.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$513k		4.1k	126.18	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$356k		3.3k	108.79	View chart
Ventas (VTR)	0.2	$335k		5.2k	64.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$322k	-29%	1.8k	174.60	View chart
Abbvie (ABBV)	0.1	$256k		1.3k	197.48	View chart
Wal-Mart Stores (WMT)	0.1	$255k		3.2k	80.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$254k	+3%	1.2k	210.93	View chart
Amazon (AMZN)	0.1	$246k	-17%	1.3k	186.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$243k		921.00	263.28	View chart
Abbott Laboratories (ABT)	0.1	$239k		2.1k	114.01	View chart
Meta Platforms Cl A (META)	0.1	$239k	NEW	417.00	572.25	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$238k		3.3k	72.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$238k		451.00	527.12	View chart
Walt Disney Company (DIS)	0.1	$228k		2.4k	96.19	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$202k		8.4k	24.08	View chart

Past Filings by Hilltop Wealth Advisors

SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019

Hilltop Wealth Advisors 2024 Q3 filed Oct. 9, 2024
Hilltop Wealth Advisors 2024 Q2 filed July 3, 2024
Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022
Hilltop Wealth Advisors 2022 Q2 filed July 15, 2022
Hilltop Wealth Advisors 2022 Q1 filed April 19, 2022
Hilltop Wealth Advisors 2021 Q4 filed Jan. 19, 2022
Hilltop Wealth Advisors 2021 Q3 filed Oct. 21, 2021
Hilltop Wealth Advisors 2021 Q2 filed July 12, 2021
Hilltop Wealth Advisors 2021 Q1 filed April 13, 2021
Hilltop Wealth Advisors 2020 Q4 filed Jan. 15, 2021

View all past filings

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